How to Add Mailchimp Leads into Mailchimp Groups

OptinMonster makes it easy to add leads to specific Mailchimp Groups when using our native integration.

In this article, you’ll learn how to add Mailchimp Leads into Mailchimp Groups.

Before You Start

Here are some things to know before you begin:

• This article assumes you’ve already added a Mailchimp integration to your campaign.
• Before you begin, make sure the Group(s) you want to assign Leads to already exist in your Mailchimp account. Learn more about creating Groups.

Automatically Assign

You can automatically assign all new Mailchimp leads to one or more specific Groups.

To automatically assign leads, follow these steps:

1. In the campaign builder navigate to the Integrations view and select your Mailchimp integration from the sidebar.
2. Scroll down the sidebar panel to the Lead Segments section and select the Automatic option.
   
3. Next, select the Group(s) you would like to automatically assign leads to.
4. When you’re finished, click Save.

Manually Assign

Alternatively, you can let your visitors choose which Group(s) they would like to be added to.

To manually assign leads, follow these steps:

1. In the campaign builder navigate to the Integrations view and select your Mailchimp integration from the sidebar.
2. Scroll down the sidebar panel to the Lead Segments section and select the User Input option.
   
3. Next, you’ll want to configure which Group(s) are available.
   To force a visitor to only select one group, choose Radio Buttons.
   If you would like visitors to be able to choose multiple groups, use the Checkboxes option.
   
4. Now select the eye icon for any Group(s) you want to make available for the visitor to select from.
   
5. (Optional) To mark one or more Group(s) to assign by default, enable the check mark icon.
   
6. (Optional)  After the group configuration, there a few more segment options:
   • Segment Label: This shows in front of the options and gives more information about what the selections are for, such as “Frequency” or “Interests”.
   • Segments Required: This forces the user to choose at least one of the available options.
   • Replace Subscriber Segments: When enabled, if the user is an existing subscriber, their current groups will be removed and updated. Otherwise, new groups will simply be added to any existing groups the user already belongs to.
     
7. (Optional) Edit the user input styles in the Styles tab.
   
8. When you’re finished, click Save.

Troubleshooting

Can I combine automatic and user-chosen Group assignments?

Yes! This option is the best of both worlds. You can have your new leads automatically added to a specific group of your choice, while also letting your new subscribers choose additional lists that they want to join.

To utilize both Automatic and User Input type of lists, select lists on both sides. First, set up automatic groups, then configure user input groups.